EH
BIV icon

Equitable Holdings’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Equitable Holdings’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.93M Buy
63,508
+30,126
+90% +$2.35M 0.03% 434
2025
Q4 		$2.6M Buy
33,382
+4,942
+17% +$386K 0.02% 552
2025
Q3 		$2.22M Buy
28,440
+6,257
+28% +$484K 0.02% 578
2025
Q2 		$1.72M Buy
22,183
+4,090
+23% +$312K 0.01% 617
2025
Q1 		$1.39M Sell
18,093
-2,258
-11% -$170K 0.01% 617
2024
Q4 		$1.52M Buy
20,351
+365
+2% +$27.8K 0.01% 548
2024
Q3 		$1.57M Buy
19,986
+5,885
+42% +$454K 0.02% 560
2024
Q2 		$1.06M Buy
14,101
+1,190
+9% +$88.4K 0.01% 639
2024
Q1 		$973K Buy
12,911
+371
+3% +$28K 0.01% 628
2023
Q4 		$958K Buy
12,540
+33
+0.3% +$2.42K 0.01% 591
2023
Q3 		$904K Sell
12,507
-1,931
-13% -$143K 0.01% 564
2023
Q2 		$1.09M Buy
14,438
+770
+6% +$58.6K 0.02% 498
2023
Q1 		$1.05M Sell
13,668
-741
-5% -$56.1K 0.02% 457
2022
Q4 		$1.07M Sell
14,409
-125
-0.9% -$9.26K 0.02% 428
2022
Q3 		$1.07M Sell
14,534
-436
-3% -$33.7K 0.02% 394
2022
Q2 		$1.16M Buy
14,970
+193
+1% +$15.1K 0.02% 380
2022
Q1 		$1.21M Sell
14,777
-1,460
-9% -$123K 0.02% 369
2021
Q4 		$1.42M Buy
16,237
+123
+0.8% +$10.9K 0.02% 333
2021
Q3 		$1.44M Sell
16,114
-683
-4% -$61.8K 0.02% 310
2021
Q2 		$1.51M Sell
16,797
-880
-5% -$78.6K 0.03% 300
2021
Q1 		$1.57M Sell
17,677
-2,723
-13% -$247K 0.03% 283
2020
Q4 		$1.89M Sell
20,400
-1,440
-7% -$134K 0.04% 237
2020
Q3 		$2.04M Buy
21,840
+583
+3% +$54.6K 0.05% 205
2020
Q2 		$1.98M Buy
21,257
+10,300
+94% +$943K 0.06% 203
2020
Q1 		$979K Buy
10,957
+4,923
+82% +$437K 0.04% 263
2019
Q4 		$526K Buy
+6,034
New +$528K 0.02% 392

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings's BIV Position: Q1 2026 in Review

Equitable Holdings increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 90% in Q1 2026, buying an estimated $2.35M and bringing the position to 63,508 shares worth $4.93M. The position accounts for 0.03% of the portfolio, ranked #434.

Equitable Holdings first reported a position in BIV in Q4 2019 and has held it in 26 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Equitable Holdings held 63,508 shares of Vanguard Intermediate-Term Bond ETF worth $4.93M as of Q1 2026.
  • Equitable Holdings bought 30,126 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.35M.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #434 holding.
  • Equitable Holdings first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.